Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$598K Sell
20,464
-18,692
-48% -$568K 0.22% 75
2025
Q4
$1.21M Sell
39,156
-14,607
-27% -$430K 0.38% 60
2025
Q3
$1.61M Sell
53,763
-9,236
-15% -$327K 0.45% 56
2025
Q2
$2.59M Buy
62,999
+3,564
+6% +$150K 0.79% 46
2025
Q1
$2.91M Buy
59,435
+766
+1% +$39.9K 0.95% 39
2024
Q4
$3.33M Sell
58,669
-14,866
-20% -$864K 1.06% 39
2024
Q3
$4.52M Sell
73,535
-2,805
-4% -$179K 1.18% 35
2024
Q2
$4.74M Sell
76,340
-34,964
-31% -$2.22M 1.21% 38
2024
Q1
$7.85M Sell
111,304
-10,425
-9% -$713K 1.51% 32
2023
Q4
$8.22M Sell
121,729
-5,354
-4% -$342K 1.52% 34
2023
Q3
$7.58M Sell
127,083
-2,752
-2% -$168K 1.46% 37
2023
Q2
$8.13M Sell
129,835
-911
-0.7% -$54.9K 1.46% 36
2023
Q1
$8.27M Buy
130,746
+5,198
+4% +$309K 1.49% 31
2022
Q4
$6.88M Sell
125,548
-8,014
-6% -$463K 1.27% 36
2022
Q3
$7.83M Buy
133,562
+21,790
+19% +$1.3M 1.51% 28
2022
Q2
$6.86M Buy
111,772
+410
+0.4% +$28K 1.2% 38
2022
Q1
$8.24M Buy
111,362
+2,542
+2% +$181K 1.24% 34
2021
Q4
$8.19M Buy
+108,820
New +$7.81M 1.19% 38

Other funds holding KFRC